Estimates

Upgrade Online Estimate Design

I feel like the online estimate link/portal has not been updated in a long time.We email a lot of estimates and I feel like the user experience could be better. The look and feel could definitely be upgraded.Right now you have to click "read more" to...

Idea needs votes- please help!

I know this doesn't affect a huge population of ServiceTitan users, but it does affect those of us in California! Even if it doesn't affect you directly, I'd really appreciate your votes. I need to have the California Compliance invoice for my reside...

California Compliance Invoice

Is anyone else using the California Compliance Invoice? How are you getting around that it says HOME IMPROVEMENT CONTRACT on the top of your commercial estimates/invoices?

Adding "Material" Pictures on Estimates

We are in the Garage Door industry, and provide quotes for new Garage Doors. We have added the pictures of the new Garage Doors to the "Materials" in "PriceBook", however when we print, or email an estimate to a customer, the picture of the New Door ...

Opportunities & Estimates status update suggestion

Can the programmers please add in an status update? That is what the word status means anyway. We should be able to look at the status of an estimate and see if the job is scheduled, completed or open. This prevents the extra work hunting the account...

Estimate emails dropped - IDEA

Hey everyone! I have noticed as I do our followups that I have had some customers who aren't receiving our estimates via email. When I go back and check the audit trail it shows that the estimate emails have bounced or been dropped. I created an idea...

Printing Material List

I would love for Service Titan to give the option to print an estimate for back office, warehouse managers and such that included materials and equipment. The customer facing invoice is great, but a few simple options to add materials and remove the ...

Invoices & Estimates SPAM

Is anyone else having a problem where they send a customer an invoice, estimate, or reminder via email and it's getting caught in the junk mail folder? Is there a way to fix this on our end without having to coach the customer through how to add us t...

NEW IDEA NEED VOTES: Opportunity dismissal in follow up history

Please vote: COMMUNITY-I-2953 If an ESTIMATE is dismissed, the follow up history will show who dismissed it and when. If an OPPORTUNITY is dismissed, there is no record of it in the follow up history. I need to be able to see who dismissed the opport...

Send estimate quickly

It would be great if there can be an option in the opportunity page (near the sold button) to email an estimate whether there are multiple estimates or just one in the opportunity besides going into the physical estimate to send. Just would be nice t...

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